Position in XEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,577
+$49 QoQ
Shares Held
57
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,226
of 1,278 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PROATHLETE WEALTH MANAGEMENT LLC holds $240,356 across 9 Utilities - Regulated Electric names. XEL ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,832 | $175,339 | |
| 2 | DUK |
Duke Energy CORP
|
195 | $24,683 | |
| 3 | NEE |
Nextera Energy Inc
|
211 | $18,519 | |
| 4 | NGG |
National Grid PLC
|
71 | $5,883 | |
| 5 | XEL |
Xcel Energy Inc
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|
57 | $4,577 | |
| 6 | FE |
Firstenergy Corp
|
80 | $3,803 | |
| 7 | AEP |
American Electric Power Co Inc
|
27 | $3,693 | |
| 8 | PPL |
PPL Corp
|
58 | $2,108 |
All Filings in XEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,577 | 57 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,528 | 57 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,210 | 57 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||